What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Paul Winkler, Inc.

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Goodlettsville, TN
Paul Winkler, Inc.

A team of financial advisors to help you relax about money. Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Paul Winkler, Inc.

We do this by helping you understand investing, organize your financial life, and find the freedom to pursue your purpose Juliet, strives to coach people to achieve their "True Purpose for Money™.” They believe that educated investors are confident investors. They care for their clients & their family’s financial future because they realize that their client’s goals & dreams are every bit as impo

rtant as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being. With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.

08/31/2026

It seems that more and more politicians are starting to believe that governments don’t have enough resources because they don’t make wealthy people pay their fair share.

Paul wants to remind you that the wealthiest citizens have the power to leave before they see a country tax them out of a large portion of their wealth.

Later, Paul pivots to the topic of Social Security and why no politician seeking reelection would allow the program to fail because of the massive number of voters who rely on it.

Click the link below to listen to the episode.

08/28/2026

At a staff meeting, an advisor shared that a client used AI to find a fund with optimal diversification.

The problem is that AI trains on the industry’s marketing materials and doesn’t know how to dig any deeper yet.

Listen along as Paul explains how AI parroted the fund’s sales pitch and overlooked the fact that it would invest the majority of your money into a handful of companies.

Later in the episode, Paul talks about what happened in India when over half a million people applied for 583 jobs and how this shows just how hard people will work to make life better for themselves and those around them.

Click the link below to listen to the episode.

08/27/2026

Paul shares two practical examples that highlight the same problem: The industry is set up to sell and provide education, diversification, and the best opportunity for income in retirement.

Listen along as Paul shares about a growth fund a client brought in that was underperforming and introducing unnecessary risk to the portfolio, and about an article from an expert who is trying to get people out of cash and into the wrong kinds of bonds to provide stability during market downturns.

Later in the episode, Paul wants you to know that get-rich-quick schemes around AI investing are being pitched as the “future” of investing.

Click the link below to listen to the episode.

08/26/2026

Regardless of your stage of life, there are always a few good reasons not to save for retirement.

Paul wants you to know that, for most people, the status quo is to spend what you make and try to provide the best quality of life for yourself.

But what happens when you can’t work anymore?

Paul shares some of his favorite behavioral hacks to help you go from living paycheck to paycheck to feeling more confident about money.

Part of the problem is not a lack of self-control, but a world that makes it easy to spend and difficult to save, and there are things you can do to flip the script.

Later in the show, Paul addresses the concern that markets and income are just too different now to save for retirement than they used to be.

Paul shares how choosing the right investments and saving a reasonable amount will beat out aggressive saving and investing in the wrong things every time.

Click the link below to listen to the episode.

08/24/2026

Many Americans fear that America's economy may be surpassed by China’s and that China’s use of AI may affect the future of the world’s job market and economy.

Paul brings an interview with Hank Paulson, former Treasury secretary, about both topics that sheds light on the country and some of the more nuanced issues that the media doesn’t always cover.

Click the link below to listen to the episode.

08/21/2026

What if the next generation of batteries didn’t need rare earth minerals?

Paul shares an article about new battery technology that uses common materials like iron and salt instead of relying on rare earth minerals.

Paul and Evan discuss how an innovation like this could have huge implications for everything from cars and phones to airplanes and energy storage.

It could also reshape the geopolitical landscape by reducing the world’s dependence on China for critical battery materials.

Later, Evan shares a personal story that offers an important lesson for investors: Making a few mistakes with your diet usually isn’t catastrophic, but making even a few poorly timed decisions with market timing or stock picking can have a lasting impact on your financial future.

Click the link below to listen to the episode.

08/20/2026

Choosing whether or not to buy your primary residence is different from considering real estate as an investment.

Paul shares a commercial that says Nashville is the second-best buyer’s market for real estate in the U.S.

Paul cautions that this also means it's the second-worst for sellers.

Listen along as these two advisors explain why this doesn’t count as investment education, but rather a pitch to sell you real estate.

They then explain why they don’t recommend real estate as an investment and how it performs compared to other investment options.

Click the link below to listen to the episode.

08/19/2026

Large investment companies lead with the claim that they are fiduciaries and that they align their interests with yours, but then they turn around and market time with your money.

How does this happen?

Paul shares the two main philosophies investing companies have and how they lead to completely different styles of management, fees, and performance.

Later in the episode, Evan shares that ease and convenience can be a trap for your spending and offers some simple steps you can take to add a small amount of friction between you and companies vying for your hard-earned money.

Click the link below to listen to the episode.

08/17/2026

If you don’t know what questions to ask, you’ll never discover what it means to be a confident investor who can truly relax about money.

Over the years, Paul has seen many potential clients and knows how to spot people who are ready to get off the industry treadmill and become confident investors.

In this two-part episode, Paul talks about an investor he met with who was asking the right questions, and he pulls you into the conversation by sharing the questions that will lead you in the right direction.

Click the link below to listen to the episode.

Address

3050 Business Park Cir, Ste 503
Goodlettsville, TN
37072

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.paulwinkler.com/

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